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Showing 301 - 310 of 583 results for "Directed"

Macquarie bolsters green investments

JAMIE WILLIAMSON  |  THURSDAY, 14 JUN 2018
Macquarie Group issued a new loan facility, including $880 million to be specifically directed into green projects. Totalling more than $3.5 billion, Macquarie said its new facility demonstrates its ongoing commitment to green energy and technology ...

Aussie equities manager transitions leadership

HARRISON WORLEY  |  THURSDAY, 7 JUN 2018
... mid-July is Andrew King, who links with the firm from Melbourne-based equities manager Concise Asset Management - a firm he directed and founded. As part of the changes Andrew Smith has been promoted as head of small and micro companies, taking responsibility ...

Advice firm impersonated clients

JAMIE WILLIAMSON  |  THURSDAY, 26 APR 2018
... Tuesday, Henderson Maxwell chief executive and senior financial adviser Sam Henderson admitted it was "most likely" he directed an employee to contact one of client Donna McKenna's superannuation funds and purport to be McKenna to gain details of her ...

Contango restructure sees reduced headcount

ALEX BURKE  |  THURSDAY, 5 APR 2018
... business away from the institutional market and focus on the parts of our business that were growing - namely, the self-directed self-managed super market," Switzer continued. "We've been experiencing significant growth and we've done a lot of work in ...

Aussie ETFs attracted $339 million in February: Betashares

KANIKA SOOD  |  WEDNESDAY, 21 MAR 2018
... ($219 million) of the inflows. Fixed income and Australian equities received $115 million each. Institutional investors directed their funds into sector ETFs, with its BetaShares S&P/ASX 200 Resources ETF scooping up the single largest cash inflow, the ...

ASIC bans former NAB, Westpac adviser

KARREN VERGARA  |  TUESDAY, 27 FEB 2018
... more than $65,000 in fees. The investigation found he dishonestly deducted money from clients' investment accounts and directed clients to make payments directly into his personal bank account. Between January 2015 and June 2016, Poynter withdrew a total ...

Former Charter adviser receives permanent ban

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2018
... providing financial services after an investigation found he dishonestly deducted money from clients' investment accounts and directed clients to make payments directly into his personal bank account. An authorised representative of Charter Financial ...

Financial Standard launches Good Investment Guide, Investment Leadership Awards

STAFF WRITER  |  WEDNESDAY, 21 FEB 2018
... first edition of 'The Good Investment Guide - Managed Funds Edition', an educational investment handbook aimed at self-directed investors and finance professionals. The guide features a primer on the managed funds industry, an explanation of the various ...

Crypto hype drives new partnership

JAMIE WILLIAMSON  |  THURSDAY, 15 FEB 2018
... has been inundated with inquiries from trustees. "Our role as SMSF compliance specialists isn't to give advice to self-directed investors on whether this is the right investment option for their fund, but to ensure they are compliant if they do invest," ...

OpenMarkets appoints executive, announces integration

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
... first chief operating officer and integrated with an ASX-listed fintech to benefit Australia's growing network of self-directed investors. Lee Redpath joined OpenMarkets in the newly-created role, leaving Crestone Wealth Management where he served as ...